As a member of the firm’s Operation’s team, Diane’s primary responsibility is to help in the fulfillment of daily requests made by clients of the firm.
Diane has worked in the financial services industry since 1992. She joined Summitry in 2007 from Bank of New York Mellon Corporation, where she provided client service and administrative support to a team of Senior Relationship Manager. She worked on the Pasadena team until 2016 when she relocated to Northern CA and joined the San Mateo team.
She and her husband, black lab, Josie, and cat, Rocko, reside in Montara, fulfilling their dream of living close to the ocean. They have one son and daughter-in-law in Southern California.
Diane enjoys walks on the beach, baking, traveling, wine tasting and spending time with friends and family.